MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.66B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$21.4M
3
+$19.7M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$18.1M
5
CRM icon
Salesforce
CRM
+$12.1M

Top Sells

1
+$21.3M
2
+$16.5M
3
+$13.9M
4
Z icon
Zillow
Z
+$5.59M
5
ORLY icon
O'Reilly Automotive
ORLY
+$5.03M

Sector Composition

1 Technology 20.87%
2 Consumer Discretionary 16.82%
3 Financials 9.07%
4 Communication Services 8.74%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82M 4.92%
887,840
+15,900
2
$73M 4.38%
487,394
-807
3
$58.9M 3.53%
880,760
-1,460
4
$57.6M 3.46%
532,339
-680
5
$50.9M 3.06%
313,112
+74,541
6
$49.4M 2.96%
86,346
-375
7
$43.6M 2.62%
496,385
-7,160
8
$42.4M 2.54%
130,898
-894
9
$39M 2.34%
18,969
-520
10
$33.3M 2%
1,301,569
-12,818
11
$33.2M 1.99%
1,275,247
-11,736
12
$30.3M 1.82%
209,158
-236
13
$27.3M 1.64%
133,194
+21
14
$25.1M 1.5%
966,477
-9,030
15
$24.7M 1.48%
960,513
-8,975
16
$24.6M 1.48%
1,146,037
-11,891
17
$24.6M 1.48%
1,157,508
-10,810
18
$24.5M 1.47%
1,149,510
-12,650
19
$24.3M 1.46%
951,551
-8,892
20
$23.1M 1.39%
314,289
-179
21
$22.3M 1.34%
+263,260
22
$21.4M 1.28%
+279,369
23
$21.2M 1.27%
70,995
+680
24
$21.2M 1.27%
324,225
-621
25
$20.7M 1.24%
415,784
-65
1
2 3 4 5